How to Prepare Maintenance Item Import Spreadsheet - WebTMA 7

Select the Export Template link on the Action Menu of any MWI window to create a template with the proper Headings and Subtab name (Task_Table) for the data you wish to import. The spreadsheet includes information about the current record, but it is to be used only as an example. The Excel Template Subtab name assigned by WebTMA is required for a successful import.

For values in the spreadsheet you do not want to import, edit the spreadsheet and replace the value with the term NULL (must be all caps). This clears the value but allows the file to be imported.

Use the spreadsheet to add any new or updated item records you want to import and follow the instructions in How to Use Maintenance Item Batch Import.

As stated previously, the .xlsx format is the only acceptable format for the Excel spreadsheet.

Reminder: Do Not Change the Excel template Subtab name (Task_Table). The import will not work with any other Subtab name. This import creates records for new items and also updates existing records.

 

Want to Learn More?

Visit the WebTMA Help Page

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.